UNITED WAY OF LEE COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LEE COUNTY INC (EIN 36-6009288)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-03-16
- IRS object ID
- 201520759349300112
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-16T10:12:43-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EAST FIRST STREET SUITE 200 | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF LEE COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8152843339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 382 | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM BROOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8152855512 | PhoneNum |
| Signature | 2015-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RORY SOHN CPA | PreparerPersonNm |
| PTIN | P00957048 | PTIN |
| Phone | 8152843331 | PhoneNum |
| Preparation | 2015-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM BROOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 E 1ST ST | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $406,652 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYOFLEECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SOLICITATING PUBLIC DONATIONS TO ASSIST WITH FUNDING OTHER LOCAL NONPROFIT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $394,756 | PYContributionsGrantsAmt |
| CY Contributions Grants | $404,029 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,031 | PYInvestmentIncomeAmt |
| CY Investment Income | $605 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,646 | PYOtherRevenueAmt |
| CY Other Revenue | $2,018 | CYOtherRevenueAmt |
| PY Total Revenue | $399,433 | PYTotalRevenueAmt |
| CY Total Revenue | $406,652 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $320,638 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $306,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,293 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,919 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,023 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,548 | PYOtherExpensesAmt |
| CY Other Expenses | $25,064 | CYOtherExpensesAmt |
| PY Total Expenses | $379,479 | PYTotalExpensesAmt |
| CY Total Expenses | $360,883 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,769 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $142,526 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $188,295 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPTIMIZE COLLECTIVE RESOURCES SUPPORTING HUMAN SERVICE PROGRAMS, FOCUSING ON EDUCATION, HEALTH, FINANCIAL STABILITY AND BASIC NEEDS, THAT IMPROVE THE QUALITY OF LIFE IN LEE COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $306,900 | ExpenseAmt |
| Grant | $306,900 | GrantAmt |
| Revenue | $404,029 | RevenueAmt |
| Desc | RAISED FUNDS AND GAVE BACK OVER 75% TO OTHER LOCAL NONPROFIT ORGANIZATIONS AS PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A - ONLY ONE PROGRAM WITHIN THE ORGANIZATION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A - ONLY ONE PROGRAM WITHIN THE ORGANIZATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $306,900 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER KOCH EXEC DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8152843339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 382 | AddressLine1 |
| City | DIXON | City |
| State | IL | State |
| ZIP Code | 61021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JAMIE CURIA | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| TIM BROOS | |||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 |
| DANA CONSIDINE | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| KATIE DALLAM-PRATT | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| MIKE GRADY | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| LESLIE HAENITSCH | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| GLEN HUGHES | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| TOM KITSON | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| JODI MURDOCK | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHAD NICKLAUS | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| SARAH PARTINGTON | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHRIS PLACHNO | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| SAM RAMIREZ | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| MIKE SMITH | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHAD STEPHENS | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| JOHN VARGA JR | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHAD WEIGLE | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| JULIE HELFRICH | |||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 |
| CATHY JECKLIN | |||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $404,029 | FundraisingAmt |
| Total Contributions | $404,029 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $605 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $404,029 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RAFFLE DRAWING AND OTH | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,018 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,018 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $406,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,623 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,900 | TotalAmt |
| Program Services | $306,900 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,492 | TotalAmt |
| Management And General | $26,492 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700 | TotalAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727 | TotalAmt |
| Management And General | $1,727 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600 | TotalAmt |
| Management And General | $5,600 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502 | TotalAmt |
| Fundraising | $502 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,306 | TotalAmt |
| Management And General | $1,503 | ManagementAndGeneralAmt |
| Fundraising | $2,803 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61 | TotalAmt |
| Management And General | $61 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066 | TotalAmt |
| Management And General | $1,066 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CAMPAIGN EVENT EXPENSE | $3,297 | $3,297 | |
| BROCHURES AND PRINTING | $2,622 | $2,622 | |
| VOLUNTEER AND DONOR EXP | $1,799 | $1,799 | |
| UNITED WAY WORLDWIDE ME | $1,752 | $1,752 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,059 | TotalAmt |
| Management And General | $4,059 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,883 | TotalAmt |
| Program Services | $306,900 | ProgramServicesAmt |
| Management And General | $42,960 | ManagementAndGeneralAmt |
| Fundraising | $11,023 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,073 | BOYAmt |
| EOY | $129,709 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,047 | BOYAmt |
| EOY | $59,639 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,120 | BOYAmt |
| EOY | $189,348 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594 | BOYAmt |
| EOY | $1,053 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594 | BOYAmt |
| EOY | $1,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,526 | BOYAmt |
| EOY | $188,295 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,526 | BOYAmt |
| EOY | $188,295 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,120 | BOYAmt |
| EOY | $189,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $45,769 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $430,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $394,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $404,029 | CurrentTaxYearAmt |
| Total | $1,993,561 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,018 | CurrentTaxYearAmt |
| Total | $11,710 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $431,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $366,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $406,047 | CurrentTaxYearAmt |
| Total | $2,005,271 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,005,271 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $605 | CurrentTaxYearAmt |
| Total | $5,721 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $605 | CurrentTaxYearAmt |
| Total | $5,721 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $433,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $403,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $367,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $399,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $406,652 | CurrentTaxYearAmt |
| Total | $2,010,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99630 | PublicSupportPY509Pct |
| Investment Income CY | 0.00280 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $1,053 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,053 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $406,652 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $406,652 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $406,652 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $360,883 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $360,883 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $360,883 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION TAKES NO UNCERTAIN TAX POSITIONS UNDER FIN 48. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS | NameOfEvent1Amt |
| Gross Receipts Event1 | $404,029 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $404,029 | CharitableContriEvent1Amt |
| Gross Receipts Total | $404,029 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $404,029 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| AL MORRISON BASEBALL | |||||
| 2015 N BRINTON AVE | DIXON | IL | 61021 | $6,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| AMBOY EDUCATION FOUNDATION | |||||
| 11 E HAWLEY AVE | AMBOY | IL | 61310 | $5,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| AMERICAN RED CROSS | |||||
| 215 E FIRST STREET | DIXON | IL | 61021 | $14,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| PADS HOMELESS SHELTER | |||||
| 805 WASHINGTON AVE | DIXON | IL | 61021 | $11,500 | OPERATING GRANT - COMMUNITY WELL-BEING |
| BRIGHT BEGINNINGS | |||||
| 1600 WHIPPLE DRIVE | DIXON | IL | 61021 | $12,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| BLACKHAWK AREA COUNCIL BOY SCOUTS | |||||
| 2820 MCFARLAND ROAD | ROCKFORD | IL | 61107 | $5,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| DIXON FAMILY YMCA | |||||
| 110 N GALENA AVENUE | DIXON | IL | 61021 | $27,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| GIRL SCOUTS OF GREEN HILLS | |||||
| 5040 BUSINESS ROUTE 20 WEST | FREEPORT | IL | 61032 | $5,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| HOME OF HOPE OF THE ROCK RIVER VALLEY | |||||
| 1637 PLOCK ROAD | DIXON | IL | 61021 | $12,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| KREIDER SERVICES | |||||
| PO BOX 366 | DIXON | IL | 61021 | $12,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LEE COUNTY CASA | |||||
| 113 S PEORIA AVE | DIXON | IL | 61021 | $14,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LEE COUNTY COUNCIL ON AGING | |||||
| 100 W SECOND STREET | DIXON | IL | 61021 | $25,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| LUTHERAN SOCIAL SERVICES OF ILLINOIS | |||||
| 1247 N GALENA AVENUE | DIXON | IL | 61021 | $57,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| OPEN SESAME CHILD CARE | |||||
| 1101 MIDDLE ROAD | DIXON | IL | 61021 | $12,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| SALVATION ARMY | |||||
| 1101 WARP ROAD | PEORIA | IL | 61603 | $9,500 | OPERATING GRANT - COMMUNITY WELL-BEING |
| SHINING STAR CHILD ADVOCACY CENTER | |||||
| 215 E FIRST STREET STE 110 | DIXON | IL | 61021 | $9,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| TEEN TURF | |||||
| 235 W MAIN STREET | AMBOY | IL | 61310 | $20,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| CATHOLIC CHARITIES | |||||
| 801 W 11TH ST | STERLING | IL | 61081 | $9,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| GOOD FELLOWS | |||||
| PO BOX 674 | DIXON | IL | 61021 | $6,000 | OPERATING GRANT - COMMUNITY WELL-BEING |
| YWCA OF THE SAUK VALLEY | |||||
| 115 W FIRST STREET | DIXON | IL | 61021 | $13,500 | OPERATING GRANT - COMMUNITY WELL-BEING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT ALLOCATIONS ARE SET BY THE ORGANIZATION'S BOARD OF DIRECTORS SEVERAL MONTHS IN ADVANCE AND A DETAILED SCHEDULE IS REVIEWED AT EVERY BOARD MEETING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S BOARD OF DIRECTORS WILL REVIEW THE PRELIMINARY FORM 990 BEFORE IT IS FILED BY THE ORGANIZATION'S ACCOUNTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNITED WAY OF LEE COUNTY MAINTAINS ITS OWN WEBSITE AND MAKES ANY PUBLIC INFORMATION AVAILABLE UPON REQUEST. |